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American Express
AXP

Overview Fund Activity

2,322 hedge funds and large institutions have $139B invested in American Express in 2024 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 820 increasing their positions, 919 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,322
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.77%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.02%
New
170
Increased
820
Reduced
919
Closed
106
Calls
$2.64B
Puts
$2.39B
Net Calls
+$248M
Net Calls Change
+$344M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$840M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$471M
3
UBS AM
UBS AM
Illinois
+$215M
4
AIM
Alphinity Investment Management
Australia
+$182M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$178M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$707M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$675M
3
Bank of America
Bank of America
North Carolina
-$425M
4
Barclays
Barclays
United Kingdom
-$340M
5
Lazard Asset Management
Lazard Asset Management
New York
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFBTD
1826
First Financial Bank - Trust Division
Ohio
$332K +$463 +2 +0.1%
THL
1827
Tillman Hartley LLC
Colorado
$332K -$84.7K -366 -20%
HWMO
1828
Heritage Wealth Management (Ohio)
Ohio
$332K +$332K +1,409 New
CGA
1829
Crescent Grove Advisors
Illinois
$332K +$51.6K +223 +18%
FBC
1830
Fairfield, Bush & Co
Connecticut
$331K – – –
SFG
1831
Sovereign Financial Group
Connecticut
$331K -$13.4K -58 -4%
LI
1832
Lafayette Investments
Maryland
$331K -$66K -285 -17%
KA
1833
KLCM Advisors
Wisconsin
$331K – – –
ISWM
1834
Independent Solutions Wealth Management
New York
$330K -$55.8K -241 -14%
KB
1835
Kimelman & Baird
New York
$330K +$330K +1,425 New
GAMC
1836
Garner Asset Management Corp
Texas
$329K +$232 +1 +0.1%
KIG
1837
Kowal Investment Group
Wisconsin
$328K +$38K +164 +13%
FCM
1838
Family Capital Management
Michigan
$328K +$695 +3 +0.2%
PG
1839
Patten Group
Tennessee
$328K -$168K -724 -34%
CPC
1840
Consolidated Planning Corp
Georgia
$327K – – –
KOC
1841
Koss-Olinger Consulting
Florida
$327K +$327K +1,414 New
TNAM
1842
Terra Nova Asset Management
New York
$326K +$926 +4 +0.3%
NFSG
1843
Newbridge Financial Services Group
Florida
$325K +$105K +452 +47%
SIMG
1844
Sonora Investment Management Group
Arizona
$325K – – –
EWM
1845
EPG Wealth Management
Georgia
$324K -$335K -1,472 Closed
MJP
1846
Michael J. Puzo
$324K -$23.2K -100 -7%
FA
1847
Fountainhead AM
New Jersey
$323K +$6.72K +29 +2%
QFA
1848
Quantum Financial Advisors
California
$321K – – –
SSWM
1849
Strait & Sound Wealth Management
California
$320K -$10.4K -45 -3%
CFG
1850
Cooper Financial Group
California
$319K +$319K +1,379 New
72 73
74
75 76